Brandon Schwartz, CFP®
Managing Director
Brandon Schwartz, CFP®, brings over two decades of experience and a deep commitment to client education and comprehensive planning in his role as Managing Director at TSG Wealth Management’s Fresno office. A Fresno native who grew up in nearby Madera, Brandon began his career in the financial industry in 2002 with a clear mission: to help families build and preserve their wealth through thoughtful, strategic planning.
With a strong belief in the value a trusted financial advisor can offer, Brandon is passionate about working with clients who recognize the long-term benefits of holistic financial guidance. His motivation is rooted in a desire to educate—something that runs in his family—and to help clients navigate the complexities of the markets with clarity and confidence.
Brandon earned his degree from California State University, Fresno, and holds the prestigious CERTIFIED FINANCIAL PLANNER® certification. At TSG, he values the collaborative team environment and the practice’s shared commitment to excellence in service and strategy.
Outside of work, Brandon enjoys golf, traveling to the mountains and the beach, cheering on the Los Angeles Dodgers, and staying actively involved in his daughters’ dance and soccer activities. He and his wife Kasey, married since 2004, live in Clovis with their two daughters, Avery and Emery.
CA Insurance License #0D59754. Resident State: CA.